Acropolis Investment Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Acropolis Investment Management’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,503	Closed	-$128K	–	245
2022 Q3	$128K	Buy	3,503 +20	+0.6%	+$783	0.01%	217
2022 Q2	$136K	Buy	3,483 +9	+0.3%	+$364	0.01%	214
2022 Q1	$149K	Buy	3,474 +450	+15%	+$19.6K	0.01%	210
2021 Q4	$137K	Buy	+3,024	New	+$137K	0.01%	215

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Acropolis Investment Management's AOM Position: Q4 2022 in Review

Acropolis Investment Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2022, closing a stake of 3,503 shares — an estimated $128K sold.

Acropolis Investment Management first reported a position in AOM in Q4 2021 and held it in 4 quarters. The position peaked at $149K in Q1 2022. 249 funds tracked by Wall St. Rank hold AOM as of Q4 2022.

Acropolis Investment Management reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2022 after selling out during the quarter.
Acropolis Investment Management sold 3,503 iShares Core Moderate Allocation ETF shares in Q4 2022, an estimated $128K.
Acropolis Investment Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 4 quarters.
Acropolis Investment Management's iShares Core Moderate Allocation ETF position peaked at $149K in Q1 2022.
249 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2022.

Based on Acropolis Investment Management's 13F filing for Q4 2022, filed 11 Jan 2023.